MDRIPPY INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MDRIPPY INSURANCE SERVICES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 1 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-20 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-20 | 1 |
| Number of retired or separated participants receiving benefits | 2013-05-20 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-20 | 0 |
| Total of all active and inactive participants | 2013-05-20 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-20 | 0 |
| Total participants | 2013-05-20 | 1 |
| Number of participants with account balances | 2013-05-20 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-20 | 0 |
| Measure | Date | Value |
|---|
| 2022 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $136 |
| Total income from all sources | 2022-12-31 | $223,882 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $377 |
| Total plan assets at end of year | 2022-12-31 | $972,924 |
| Total plan assets at beginning of year | 2022-12-31 | $749,283 |
| Value of fidelity bond covering the plan | 2022-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $9,829 |
| Other income received | 2022-12-31 | $206,006 |
| Net income (gross income less expenses) | 2022-12-31 | $223,505 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $972,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $749,283 |
| Assets. Value of participant loans | 2022-12-31 | $5,767 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $101 |
| Assets. Value of employer securities | 2022-12-31 | $900,013 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $8,047 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $377 |
| 2021 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $132,948 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $341 |
| Total plan assets at end of year | 2021-12-31 | $749,283 |
| Total plan assets at beginning of year | 2021-12-31 | $616,676 |
| Value of fidelity bond covering the plan | 2021-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $11,458 |
| Other income received | 2021-12-31 | $112,323 |
| Net income (gross income less expenses) | 2021-12-31 | $132,607 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $749,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $616,676 |
| Assets. Value of participant loans | 2021-12-31 | $7,265 |
| Assets. Value of employer securities | 2021-12-31 | $684,360 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $341 |
| 2020 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $107,693 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $306 |
| Total plan assets at end of year | 2020-12-31 | $616,676 |
| Total plan assets at beginning of year | 2020-12-31 | $509,289 |
| Value of fidelity bond covering the plan | 2020-12-31 | $53,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $8,042 |
| Other income received | 2020-12-31 | $93,218 |
| Net income (gross income less expenses) | 2020-12-31 | $107,387 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $616,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $509,289 |
| Assets. Value of participant loans | 2020-12-31 | $8,324 |
| Assets. Value of employer securities | 2020-12-31 | $580,554 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $6,433 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $306 |
| 2019 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $128,012 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $172 |
| Total plan assets at end of year | 2019-12-31 | $509,289 |
| Total plan assets at beginning of year | 2019-12-31 | $381,449 |
| Value of fidelity bond covering the plan | 2019-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $5,320 |
| Other income received | 2019-12-31 | $118,436 |
| Net income (gross income less expenses) | 2019-12-31 | $127,840 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $509,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $381,449 |
| Assets. Value of employer securities | 2019-12-31 | $491,215 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $4,256 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $172 |
| 2018 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $215,536 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $115 |
| Total plan assets at end of year | 2018-12-31 | $381,449 |
| Total plan assets at beginning of year | 2018-12-31 | $166,028 |
| Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $150 |
| Other income received | 2018-12-31 | $215,266 |
| Net income (gross income less expenses) | 2018-12-31 | $215,421 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $381,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $166,028 |
| Assets. Value of employer securities | 2018-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $120 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $115 |
| 2017 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $47,687 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $121 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $16 |
| Total plan assets at end of year | 2017-12-31 | $166,028 |
| Total plan assets at beginning of year | 2017-12-31 | $118,462 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $1,396 |
| Other income received | 2017-12-31 | $45,175 |
| Net income (gross income less expenses) | 2017-12-31 | $47,566 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $166,028 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $118,462 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $194 |
| Assets. Value of employer securities | 2017-12-31 | $159,192 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,116 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $105 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-23,746 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,935 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $5,770 |
| Total plan assets at end of year | 2016-12-31 | $118,462 |
| Total plan assets at beginning of year | 2016-12-31 | $148,143 |
| Value of fidelity bond covering the plan | 2016-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,593 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $-12 |
| Other income received | 2016-12-31 | $-26,613 |
| Net income (gross income less expenses) | 2016-12-31 | $-29,681 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $118,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $148,143 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $453 |
| Assets. Value of employer securities | 2016-12-31 | $114,963 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,274 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $177 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $51,244 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,639 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,501 |
| Total plan assets at end of year | 2015-12-31 | $148,143 |
| Total plan assets at beginning of year | 2015-12-31 | $98,538 |
| Value of fidelity bond covering the plan | 2015-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $3,501 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $12 |
| Other income received | 2015-12-31 | $44,870 |
| Net income (gross income less expenses) | 2015-12-31 | $49,605 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $148,143 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $98,538 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $259 |
| Assets. Value of employer securities | 2015-12-31 | $142,090 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,873 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $126 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $33,653 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $98,538 |
| Total plan assets at beginning of year | 2014-12-31 | $64,885 |
| Other income received | 2014-12-31 | $33,653 |
| Net income (gross income less expenses) | 2014-12-31 | $33,653 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $98,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,885 |
| Assets. Value of employer securities | 2014-12-31 | $97,037 |
| 2013 : MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $64,885 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $64,885 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $77,683 |
| Other income received | 2013-12-31 | $-12,798 |
| Net income (gross income less expenses) | 2013-12-31 | $64,885 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $64,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $63,385 |
| 2022: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MDRIPPY INSURANCE SERVICES RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-05-20 | Type of plan entity | Single employer plan |
| 2013-05-20 | First time form 5500 has been submitted | Yes |
| 2013-05-20 | Submission has been amended | No |
| 2013-05-20 | This submission is the final filing | No |
| 2013-05-20 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-05-20 | Plan is a collectively bargained plan | No |
| 2013-05-20 | Plan funding arrangement – Trust | Yes |
| 2013-05-20 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $49 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $48 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $21 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $13 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $9 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Insurance broker organization code? | 3 | | Insurance broker name | LORENZ SEAN MICHAEL |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691092 |
| Policy instance | 1 |
| Insurance contract or identification number | 691092 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $39 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | LORENZ SEAN MICHAEL |
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